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Australian/New Zealand Investment Counsellor

Fisher Investments Australia

Sydney, Australia

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Overview

At Fisher, it’s the people who drive our success and make our purpose possible. We have excellent opportunities for financial service professionals who want to grow a rewarding, long-term career at a firm where they can utilize their skills and reach their potential while helping our clients reach their goals.

  • Schedule:  Full Time
  • Level: Professional
  • Travel: Minimal
  • Salary: Competitive

No Prospecting, No Cold-Calls, Book of Business Is Provided

Success Profile

At Fisher, our financial service professionals demonstrate the following traits, and all are equally important to their success.

  • Communicator
  • Competitive
  • Detail-Oriented
  • Multi-Tasker
  • Persuasive
  • Sincere

Culture

  • Our financial professionals focus on providing unparalleled service in an industry generally known for cookie-cutter solutions and impersonal relationships. We believe clients deserve better. Our team of financial professionals communicates Fisher’s value proposition to high-net-worth investors and helps them reach their goals.
  • Are you interested in sharing your industry knowledge and serving as a liaison between a prospective client and the firm? Do you want to help us give people a better financial option? If you’re interested in making a difference and working for a mission-driven business, Fisher Investments or one of its subsidiaries might be the best place to take your career to the next level.

Potential Career Path

The Investment Counselor role is one of many exciting professional-level opportunities. We believe in career mobility – where you start is just the beginning of a rewarding Fisher career. Whether you serve as an Investment Counselor for the long term, or decide to explore other groups and roles at the firm, you own your career journey. Where you go next at Fisher is up to you.

Career Path

Our Global Benefits

We provide coverage that helps you stay healthy and live your best life throughout your Fisher career. This includes well-balanced and proactive health care options, and additional benefits that support your health and financial wellness.

  • Health Care

    Quality health care packages offered globally, covering you and your qualified dependents.

  • Family Support

    We support parents and families with Primary Caregiver, Parental Leave, paid time off, flexibility and resources.

  • Awards & Recognition

    We celebrate achievements and drive a strong culture of recognition across the organization.

  • Time Off

    Our annual leave packages and country-specific paid holidays help you balance work and free time.

  • Retirement Plans

    Company contributions to your 401(k) retirement or pension plan, and access to financial planning tools.

  • Career Growth
    & Development

    Learning and development programs and resources support you as you build your Fisher career.

Responsibilities

Stop prospecting! Come join our firm as an Investment Counsellor for a provided roster of high-net-worth clients. Fisher Investments Australasia PTY Ltd (FIA) has developed a specialized approach focused on our high-net-worth clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical financial professional. Now is your opportunity to use your finance experience to better the investment universe with a globally diverse privately held investment firm.

The Opportunity:

As an Investment Counsellor, you are the voice of FIA. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, FIA offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development.  This position is located in Sydney.

The Day-to-Day:

  • Be the heart of our FIA, build trusting relationships with our clients
  • Educate clients on our top-down portfolio strategy, their investments and important market events
  • Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track toward their long term financial goals
  • Rely on our sales team to gradually build your roster of high-net-worth clients 

Your Qualifications:

  • 5+ years of experience creating and building new client relationships and instilling trust within the investment industry (RG146 strongly preferred) or completion of studies meeting RG 146 standard
  • Knowledge of the Australian and/or New Zealand asset management industry, regulations and procedures
  • University degree, suitable graduate diplomas or equivalent combination of experience
  • Yield a thoughtful consultative approach with an emphasis on client focus

Why Fisher Investments Australasia:

At Fisher Investments, we work for a bigger purpose: bettering the investment universe by ALWAYS putting clients’ interests first. We provide clients something different through unmatched service, continuous education and unique perspectives on investing.


The next stage of Fisher's growth will be driven by the expansion of FIA's Private Client Group into Australia and New Zealand. You will be at the frontier of this expansion. You will join FIA's workforce and an inclusive culture where diverse perspectives are valued. You will be trained, developed, offered exceptional benefits and given an opportunity to build a lifelong career. If this sounds appealing, apply now to join us in our mission to Better the Investment Universe.


Benefits:

  • 100% paid premiums for our top-tier supplemental healthcare plan (includes medical, dental, vision) for employees and their qualified dependents
  • Super contributions at the applicable superannuation guarantee percentage specified in superannuation legislation up to the maximum superannuation contribution base
  • 20 days of annual leave, in addition to 10 paid holidays
  • Employee Assistance Program and other emotional wellbeing services
  • $10,000* fertility, hormonal health and family-forming benefit
  • A collaborative working environment that practises ongoing training, educational support and employee appreciation events 

*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency. 

FISHER INVESTMENTS AUSTRALASIA PTY LTD IS AN EQUAL OPPORTUNITY EMPLOYER

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How to Find the Confidence and Skills to Make Your Mark on the Industry (Interview)

"I've always admired Fisher as a company that I would like to work for someday. I was already familiar with the services that Fisher offered and valued the communication with counselors, the process and education, and felt it would be the best fit for me as a planner."

Read More about finding your confidence and skills to make your mark on the industry

Fisher provides employees the tools necessary to excel at whatever role they are in. Furthermore, we have consistent access to career counseling and mentoring, and an open door to senior management, making it possible to explore all kinds of career paths within the company. Kelsey S. Investment Counselor Fisher Investments
At Fisher, I enjoy being part of a growing firm that provides a service that strives to put our clients’ interests first. Patrick L. Investment Counselor Fisher Investments
I was amazed by the firm’s extensive Investment Counselor training program and the collaborative environment where everyone shares their best ideas. Managers have regular check-ins with their team members and want to talk about your career trajectory. Kelly R. Investment Counselor Fisher Investments
I really enjoy helping clients solve complex financial problems and feel comfortable about their retirement. It’s very rewarding to help clients navigate markets and achieve their financial goals. John T. Investment Counselor Fisher Investments
I started at Fisher as an Italian Investment Counselor in London and really enjoyed having a positive impact on our clients and helping them with their financial goals. Today, as an IC Training Program Manager based in our Dublin office, I enjoy having an impact on the group when it comes to knowledge, quality and our growth. Giorgio A. Investment Counselor Training Program Manager Fisher Investments Ireland
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